| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey John Sievers | Owner | 5-10% | 2022 |
| Jessica Renee Thayer Control | Chief Compliance Officer/Owner | 5-10% | 2022 |
| Jjlm 2021, LLC Control | Owner | 25-50% | 2021 |
Unique Wealth, LLC reports $766.5 million in regulatory assets under management on its Form ADV.
Unique Wealth, LLC reports 12 employees.
Unique Wealth, LLC is based in Tampa, FL and has been SEC-registered since 2021.
Unique Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4830 W Kennedy Blvd, Ste 100, Tampa, FL 33609 |
| Phone | 813-816-2030 |
| Office hours | 5-Sep |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $766.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $766.5M |